3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
2076
Renasant Bank
Mississippi
$892K -$181K -1,703 -17%
PG
2077
Prostatis Group
Maryland
$891K -$3.36K -31 -0.4%
TWA
2078
TCI Wealth Advisors
Arizona
$890K -$88.4K -831 -9%
WIA
2079
Westbourne Investment Advisors
Maryland
$887K -$58.5K -550 -6%
HWA
2080
HHM Wealth Advisors
Tennessee
$887K -$14.4K -135 -2%
OCG
2081
Opus Capital Group
Ohio
$886K -$10.5K -99 -1%
GI
2082
Gradient Investments
Minnesota
$885K -$25.6K -241 -3%
FMTCOCP
2083
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$885K -$488K -4,588 -36%
BPWM
2084
Badgley Phelps Wealth Managers
Washington
$884K +$98.2K +923 +12%
VBCG
2085
Valley Brook Capital Group
Pennsylvania
$883K -$22.3K -210 -2%
WAS
2086
Wealth Advisory Solutions
Indiana
$883K -$2.21M -20,788 -71%
GFL
2087
Granite FO LLC
New Hampshire
$882K +$642K +5,560 +268%
EWM
2088
EPG Wealth Management
Georgia
$879K +$602K +5,655 +217%
FFP
2089
FourThought Financial Partners
Florida
$878K +$38K +357 +5%
IGGA
2090
Iron Gate Global Advisors
Utah
$878K +$65.7K +618 +8%
WAM
2091
WNY Asset Management
New York
$877K -$5.32K -50 -0.6%
BWM
2092
Bulltick Wealth Management
Florida
$876K +$390K +3,644 +80%
DAC
2093
Dividend Assets Capital
South Carolina
$873K
WAM
2094
Weinberger Asset Management
California
$872K
NL
2095
NVWM LLC
Pennsylvania
$871K +$56.1K +524 +7%
CFA
2096
Capstone Financial Advisors
Illinois
$869K +$213 +2 +0%
WFC
2097
Western Financial Corp
California
$869K +$869K +8,167 New
BIM
2098
Barton Investment Management
Pennsylvania
$868K
RVPG
2099
Relative Value Partners Group
$865K -$77K -724 -8%
DE
2100
Day & Ennis
Georgia
$862K